Neville Rodie & Shaw’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
177,691
-5,950
| -3% | -$413K | 0.92% | 31 |
|
|
2025
Q1 | $13M | Sell |
183,641
-3,740
| -2% | -$265K | 1.02% | 29 |
|
|
2024
Q4 | $13.4M | Sell |
187,381
-840
| -0.4% | -$60.2K | 0.98% | 27 |
|
|
2024
Q3 | $15.9M | Sell |
188,221
-4,570
| -2% | -$386K | 1.17% | 23 |
|
|
2024
Q2 | $13.7M | Sell |
192,791
-12,790
| -6% | -$906K | 1.04% | 26 |
|
|
2024
Q1 | $13.1M | Sell |
205,581
-8,476
| -4% | -$542K | 1% | 28 |
|
|
2023
Q4 | $13M | Sell |
214,057
-6,625
| -3% | -$402K | 1.06% | 24 |
|
|
2023
Q3 | $12.6M | Sell |
220,682
-3,615
| -2% | -$207K | 1.13% | 24 |
|
|
2023
Q2 | $16.6M | Sell |
224,297
-5,760
| -3% | -$427K | 1.43% | 20 |
|
|
2023
Q1 | $17.7M | Sell |
230,057
-5,205
| -2% | -$401K | 1.61% | 17 |
|
|
2022
Q4 | $19.7M | Sell |
235,262
-1,266
| -0.5% | -$106K | 1.85% | 12 |
|
|
2022
Q3 | $18.5M | Sell |
236,528
-3,144
| -1% | -$247K | 1.82% | 11 |
|
|
2022
Q2 | $18.6M | Sell |
239,672
-15,212
| -6% | -$1.18M | 1.66% | 13 |
|
|
2022
Q1 | $21.8M | Sell |
254,884
-10,458
| -4% | -$896K | 1.62% | 13 |
|
|
2021
Q4 | $24.8M | Sell |
265,342
-15,957
| -6% | -$1.49M | 1.76% | 12 |
|
|
2021
Q3 | $22.1M | Sell |
281,299
-6,490
| -2% | -$510K | 1.72% | 14 |
|
|
2021
Q2 | $21.1M | Sell |
287,789
-4,633
| -2% | -$340K | 1.62% | 16 |
|
|
2021
Q1 | $22.1M | Sell |
292,422
-9,474
| -3% | -$716K | 1.83% | 13 |
|
|
2020
Q4 | $23.3M | Sell |
301,896
-16,880
| -5% | -$1.3M | 2.02% | 9 |
|
|
2020
Q3 | $22.1M | Sell |
318,776
-10,640
| -3% | -$738K | 2.09% | 10 |
|
|
2020
Q2 | $19.8M | Sell |
329,416
-6,784
| -2% | -$407K | 2.04% | 10 |
|
|
2020
Q1 | $20.2M | Sell |
336,200
-5,460
| -2% | -$328K | 2.46% | 6 |
|
|
2019
Q4 | $20.7M | Sell |
341,660
-716
| -0.2% | -$43.3K | 2.03% | 11 |
|
|
2019
Q3 | $19.9M | Sell |
342,376
-100
| -0% | -$5.83K | 2.11% | 10 |
|
|
2019
Q2 | $17.5M | Sell |
342,476
-44,352
| -11% | -$2.27M | 1.86% | 11 |
|
|
2019
Q1 | $18.7M | Sell |
386,828
-12,292
| -3% | -$594K | 1.98% | 10 |
|
|
2018
Q4 | $17.3M | Sell |
399,120
-3,800
| -0.9% | -$165K | 2.1% | 9 |
|
|
2018
Q3 | $16.9M | Sell |
402,920
-864
| -0.2% | -$36.2K | 1.67% | 12 |
|
|
2018
Q2 | $16.9M | Sell |
403,784
-9,680
| -2% | -$404K | 1.78% | 11 |
|
|
2018
Q1 | $16.9M | Sell |
413,464
-11,500
| -3% | -$470K | 1.86% | 9 |
|
|
2017
Q4 | $16.6M | Buy |
424,964
+92
| +0% | +$3.59K | 1.75% | 7 |
|
|
2017
Q3 | $15.6M | Sell |
424,872
-26,084
| -6% | -$956K | 1.74% | 6 |
|
|
2017
Q2 | $15.8M | Sell |
450,956
-6,016
| -1% | -$211K | 1.8% | 6 |
|
|
2017
Q1 | $14.7M | Sell |
456,972
-14,192
| -3% | -$455K | 1.68% | 8 |
|
|
2016
Q4 | $14.1M | Sell |
471,164
-7,128
| -1% | -$213K | 1.66% | 8 |
|
|
2016
Q3 | $14.6M | Sell |
478,292
-18,200
| -4% | -$557K | 1.72% | 7 |
|
|
2016
Q2 | $16.2M | Sell |
496,492
-5,400
| -1% | -$176K | 1.94% | 7 |
|
|
2016
Q1 | $14.8M | Sell |
501,892
-7,448
| -1% | -$220K | 1.8% | 8 |
|
|
2015
Q4 | $13.2M | Sell |
509,340
-44,460
| -8% | -$1.15M | 1.59% | 10 |
|
|
2015
Q3 | $13.5M | Sell |
553,800
-21,920
| -4% | -$535K | 1.66% | 11 |
|
|
2015
Q2 | $14.1M | Sell |
575,720
-8,524
| -1% | -$209K | 1.55% | 13 |
|
|
2015
Q1 | $15.2M | Sell |
584,244
-11,920
| -2% | -$310K | 1.58% | 11 |
|
|
2014
Q4 | $15.8M | Sell |
596,164
-10,600
| -2% | -$282K | 1.6% | 14 |
|
|
2014
Q3 | $14.2M | Sell |
606,764
-4,040
| -0.7% | -$94.8K | 1.4% | 16 |
|
|
2014
Q2 | $15.6M | Sell |
610,804
-9,856
| -2% | -$252K | 1.57% | 15 |
|
|
2014
Q1 | $14.8M | Sell |
620,660
-15,000
| -2% | -$359K | 1.61% | 16 |
|
|
2013
Q4 | $13.6M | Sell |
635,660
-19,944
| -3% | -$427K | 1.47% | 18 |
|
|
2013
Q3 | $13.1M | Sell |
655,604
-5,900
| -0.9% | -$118K | 1.53% | 15 |
|
|
2013
Q2 | $13.5M | Buy |
+661,504
| New | +$13.5M | 1.63% | 12 |
|